Jonathan Harris is a financial advisor at Transcend Capital Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network, Black Point Wealth Management, and Arax Advisory Partners. Outside of his advisory role, he serves as Secretary and Treasurer of the Aquidneck Country Club in Portsmouth, Rhode Island. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and a sponsored wrap fee program.

Tanner Betts is a financial advisor at Intellus Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Lincoln Investment Planning, LLC, and other firms. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored asset-allocation strategies and combines discretionary and non-discretionary services through wealth management engagements and retirement-plan consulting.

Richard Owen Jr. is a financial advisor at Point Windward Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been associated with Beech Hill Advisors, Inc. and Beech Hill Securities, Inc. since 2014. In addition to his role at Point Windward Advisors, he serves as Vice-President at Beech Hill Advisors, providing investment advice and general planning. Beech Hill Advisors, Inc. offers discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, managing approximately $358.6 million in client assets with a dually registered structure that includes brokerage services.

Ryan Davlin is a CFP® with 18 years of industry experience currently working at Evergreen Wealth, a team-based firm in Naples, FL. His prior experience includes roles at Mutual Securities, Inc. and LPL Financial. He also works as an independent insurance agent selling fixed products. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm uses fundamental analysis and offers access to independent managers, options, and alternative investments tailored to client objectives.

Jason Stephens is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Evertern Wealth, LLC and was previously with UBS Financial Services for 19 years. Stephens serves on the board of a children’s charity and is involved in local nonprofit activities, including supporting military veterans through a fishing program and coordinating events for the American Heart Association. Evertern Wealth, LLC provides discretionary investment management and family wealth advisory services primarily for high-net-worth individuals, families, and business owners. The firm employs a fiduciary, integrated approach combining portfolio management with tax planning, estate coordination, and strategic lending guidance, utilizing a range of securities, third-party managers, and alternative investments.

Max Deifik is a financial advisor with Private Capital Management and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Ameriprise Financial Services and Carnes Capital Corporation. Outside of his advisory work, he is a secondary authorized signer for a travel agency owned by his spouse. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients. The firm employs a bottom-up, fundamental value investment approach and offers discretionary portfolio management, wealth advisory services, and serves as adviser or sub-adviser to both registered mutual funds and private pooled vehicles.

Michael Heiser is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with Evertern Wealth, LLC, where he has worked since 2026. Prior to joining Evertern, he was with UBS Financial Services, Inc. for nine years and Cortland Capital Market Services, LLC for one year. Outside of his advisory role, Heiser is involved with Heiser Capital, LLC, where he manages a passive equity investment in a brewery. Evertern Wealth, LLC offers discretionary investment management, financial planning, and family wealth advisory services primarily for high-net-worth individuals, families, and related entities. The firm employs a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending guidance, utilizing a range of investment vehicles and third-party resources.

Stuart Schrenzel is a financial advisor with Key Client Fiduciary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Realta Equities, Inc., Wells Fargo Advisors Financial Network, LLC, and David Lerner Associates, Inc. Outside of his advisory role, he holds a New Jersey real estate license and serves as an executor for his father's estate. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, developing client-specific investment policies and conducting ongoing portfolio monitoring.

Ward Cantrall Jr. is a CFP® professional with seven years of industry experience, currently working at Evergreen Wealth. Prior to joining Evergreen Wealth, he spent eight years at Marine Bank. He serves as a committee member for the American Lung Association, overseeing fundraising and events. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and businesses, providing portfolio management and integrated financial planning. The firm employs fundamental analysis and may incorporate independent managers, options, and alternative investments to align with client objectives.

Nelson Pereira is a CFP® professional at Naples Wealth Planning with 18 years of industry experience. He has worked at firms including The Leaders Group Inc, American Global Wealth Management, and Fidelity Personal and Workplace Advisors. He also serves as Director of Naples Insurance Strategies, a separate insurance business. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, and institutions, typically with a minimum relationship size of $250,000. The firm offers customized, primarily long-term portfolios using mutual funds, ETFs, equities, and bonds, with discretionary authority within client guidelines.

Carlo Magno Santos Ocampo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at The High Net Worth Advisory Group, LLC since 2020 and previously spent five years at Raymond James & Associates. He is also a licensed Florida insurance agent, licensed in Life, Health, and Annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, pension and profit sharing plans, trusts, estates, and business entities. The firm manages approximately $861.7 million for around 418 clients through a five-person advisory team and employs a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.

Kelly Walker is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Naples Global Advisors since 2019 and previously was employed at Florida Southern College from 2016 to 2019. Kelly is based in Naples, FL, and is part of a 16-advisor team. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis, managing portfolios primarily with individual equities, fixed income, and cash equivalents.

J Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Blue Bell since 2005. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm focuses on discretionary and non-discretionary portfolio management using exchange-traded funds, closed-end funds, and structured investments, and incorporates fundamental and cyclical analysis alongside options strategies and structured notes in its investment approach.

Michael Iacampo is an investment advisor representative with Naples Wealth Planning and a registered representative with American Global Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Laidlaw Wealth Management. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions. The firm constructs customized, primarily long-term portfolios using a mix of mutual funds, ETFs, individual equities, and bonds, and employs both fundamental and technical analysis.

Kelso Huffman is a financial advisor with The High Net Worth Advisory Group, LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining his current firm in 2021. Huffman is also a licensed Florida insurance agent specializing in life, health, and annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, consulting, and pension services to individuals, trusts, estates, and business entities. The firm manages approximately $861.7 million for about 418 clients, using a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.

Allison Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 1999. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans through a range of firm-designed portfolio programs. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.

Nathan Shaffer is a financial advisor at Intellus Advisors, LLC in Naples, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and SunTrust Bank. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, consulting, and retirement plan services. The firm uses tailored asset allocation strategies and manages portfolios with a range of securities and alternative investments, also selecting and monitoring third-party managers while serving as a fiduciary to retirement accounts under ERISA.

Grzegorz Debski is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Naples Global Advisors since 2013. He holds a Series 65 license and is based in Naples, Florida. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a global, multi-cap value investment approach focused on individual equities and diversified fixed-income strategies, supported by in-house fundamental research and an employee-ownership structure.

Charles Kerwood is a CFP® and ChFC® with 29 years of experience in financial advising. He has been with Waller Financial Planning Group, Inc. since 2008. The firm serves individual investors across wealth levels, pension and profit-sharing plans, and charitable organizations, providing investment management and written financial planning. Waller Financial Planning Group uses a team-based approach and customized investment programs that incorporate fundamental and technical analysis, supported by ongoing client communication and educational resources.

Gregg Powers is a Series 65-licensed financial advisor with 26 years of industry experience. He has been with Private Capital Management since 2013 and has been associated with its predecessor entity, Private Capital Management, L.P., since 1988. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual, high-net-worth, and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and serves as adviser or sub-adviser to registered and private funds.